SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 37,693 Value ($000) $1,685 Avg Close — Range —
Q3 2025
Shares 17,274 Value ($000) $1,543 Avg Close — Range —
Q2 2025
Shares 7,296 Value ($000) $619 Avg Close — Range —
Q1 2025
Shares 14,413 Value ($000) $1,347 Avg Close — Range —
Q4 2024
Shares 61,660 Value ($000) $5,278 Avg Close — Range —
Q3 2024
Shares 12,601 Value ($000) $1,106 Avg Close — Range —
Q2 2024
Shares 12,790 Value ($000) $1,166 Avg Close — Range —
Q1 2024
Shares 10,192 Value ($000) $962 Avg Close — Range —
Q4 2023
Shares 11,399 Value ($000) $956 Avg Close — Range —
Q3 2023
Shares 10,902 Value ($000) $985 Avg Close — Range —
Q2 2023
Shares 10,147 Value ($000) $824 Avg Close — Range —
Q1 2023
Shares 9,797 Value ($000) $811 Avg Close — Range —
Q4 2022
Shares 9,335 Value ($000) $817 Avg Close — Range —
Q3 2022
Shares 3,132 Value ($000) $226 Avg Close — Range —
Q2 2022
Shares 27,290 Value ($000) $1,952 Avg Close — Range —
Q1 2022
Shares 3,034 Value ($000) $232 Avg Close — Range —